CMA
Cedar Mountain Advisors Portfolio holdings
AUM $446M
AUM
$446M
AUM Growth
-$8.66M (-2%)
Cap. Flow
+$4.25M
Cap. Flow % of AUM
0.95%
Top 10 Holdings %Top 10 Hldgs %
73.04%
Holding
390
New
13
Increased
89
Reduced
65
Closed
38
Top Buys
| 1 | $1.33M | |
| 2 | $1.11M | |
| 3 | $416K | |
| 4 | $278K | |
| 5 | $272K |
Top Sells
| 1 | $345K | |
| 2 | $202K | |
| 3 | $140K | |
| 4 | $98.5K | |
| 5 | $95.4K |
Sector Composition
| 1 | Technology | 2.27% |
| 2 | Industrials | 0.67% |
| 3 | Consumer Discretionary | 0.57% |
| 4 | Consumer Staples | 0.41% |
| 5 | Financials | 0.36% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $4.77K | 0% | 126 | – | – | |||
| $4.65K | 0% | 76 +1 | +1% | +$61 | |||
| $4.62K | 0% | 41 | – | – | |||
| $4.6K | 0% | 100 | – | – | |||
| $4.49K | 0% | 50 | – | – | |||
| $4.43K | 0% | 35 | – | – | |||
| $4.27K | 0% | 1,000 | – | – | |||
| $4.06K | 0% | 54 +1 | +2% | +$75 | |||
| $4.06K | 0% | 500 | New | +$4.06K | |||
| $3.98K | 0% | 160 +3 | +2% | +$75 | |||
| $3.94K | 0% | 57 | – | – | |||
| $3.92K | 0% | 90 | – | – | |||
| $3.92K | 0% | 45 | – | – | |||
| $3.87K | 0% | 48 | – | – | |||
| $3.86K | 0% | 41 | – | – | |||
| $3.82K | 0% | 7 | – | – | |||
| $3.72K | 0% | 81 | – | – | |||
| $3.72K | 0% | 38 | – | – | |||
| $3.45K | 0% | 92 | – | – | |||
| $3.26K | 0% | 50 | – | – | |||
| $3.22K | 0% | 47 | – | – | |||
| $3.16K | 0% | 22 | – | – | |||
| $3.16K | 0% | 162 +1 | +0.6% | +$20 | |||
| $3.11K | 0% | 5,651 | – | – | |||
| $3.06K | 0% | 98 | – | – |
